Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, joins the podcast to explore how massive investments in artificial intelligence made over the past few years could drive future innovations and profits. From humanoid robots to self-driving vehicles, Mandeep shares his expert analysis on the potential impact of these technologies in the years to come.

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Companies are investing billions to build out artificial intelligence capabilities. Ryan shares First Trust’s perspective on various investment themes that may benefit—either directly or indirectly—in the years ahead.

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Paul Black and Mike Trigg are portfolio managers and co-CEOs at WCM Investment Management. They join the podcast to discuss WCM’s unique path to becoming a leading global equity manager, highlighting WCM’s unconventional approach for identifying investment opportunities, including why a company’s culture matters and the important of economic moat trajectory.

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Richard Bernstein provides his perspective on key investment themes to watch in the year ahead, including overlooked opportunities, potential pitfalls, and the value of seeking “maximum diversification”.

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Dave Rutherford has been a Navy SEAL, a contractor for Blackwater and the CIA, and performance coach. In this episode, he shares insights and strategies for pursuing excellence and overcoming fear in high-pressure environments.

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In this episode, Brian Wesbury discusses the implications of Trump's recent election victory. Recorded the day after Election Day, Brian explores potential changes in economic and tax policies, providing insights into the future economic landscape.

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Bob Stein — As Election Day looms, Bob analyzes the probabilities of different election scenarios. Additionally, we explore how tariffs and other tax policies might affect the economy, discuss the implications of government spending, and consider if advancements in AI might pave the way for universal basic income initiatives.

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Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors.

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